Ad is loading...
MLXIX vs SPMHX
MLXIX vs SPMHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLXIX vs. SPMHX commentary
May 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MLXIX is a StrongBuy and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.09B vs. MLXIX (400M). MLXIX (5.48) and SPMHX (5.26) have matching dividends . MLXIX was incepted earlier than SPMHX: MLXIX (10 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than MLXIX (1.48). SPMHX is a more actively managed with annual turnover of: 101.00 vs. MLXIX (22.00). MLXIX has a lower initial minimum investment than SPMHX: MLXIX (2500) vs SPMHX (1000000). MLXIX annual gain was more profitable for investors over the last year : 20.73 vs. SPMHX (17.10). SPMHX return over 5 years is better than : 245.40 vs. MLXIX (230.21).
| MLXIX | SPMHX | MLXIX / SPMHX | |
| Total Expense Ratio | 1.43 | 2.76 | 52% |
| Annual Report Gross Expense Ratio | 1.48 | 2.76 | 54% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -4.234 | -0.277 | 1,529% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 1.09B | 37% |
| Annual Yield % from dividends | 5.48 | 5.26 | 104% |
| Returns for 1 year | 20.73 | 17.10 | 121% |
| Returns for 3 years | 67.17 | 85.72 | 78% |
| Returns for 5 years | 230.21 | 245.40 | 94% |
| Returns for 10 years | 33.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ARIIX | 10.40 | 0.08 | +0.78% |
| AB Global Real Estate Investment II I | |||
| FIGCX | 20.04 | 0.05 | +0.25% |
| Fidelity Advisor International Growth C | |||
| BVSIX | 16.68 | 0.03 | +0.18% |
| Baywood Socially Responsible Instl | |||
| SCVJX | 34.30 | 0.05 | +0.15% |
| Allspring Small Company Value R6 | |||
| AEYRX | 31.57 | -0.11 | -0.35% |
| American Century Equity Growth R | |||